Carson Wealth (CWM LLC)’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Buy |
237,630
+5,681
| +2% | +$299K | 0.03% | 458 |
|
|
2025
Q4 | $10.5M | Sell |
231,949
-3,912
| -2% | -$171K | 0.03% | 510 |
|
|
2025
Q3 | $10.4M | Buy |
235,861
+161,755
| +218% | +$6.46M | 0.03% | 459 |
|
|
2025
Q2 | $2.48M | Buy |
74,106
+68,619
| +1,251% | +$2.1M | 0.01% | 872 |
|
|
2025
Q1 | $157K | Sell |
5,487
-18,093
| -77% | -$549K | ﹤0.01% | 2079 |
|
|
2024
Q4 | $750K | Sell |
23,580
-7,100
| -23% | -$242K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $1.11M | Buy |
30,680
+18,570
| +153% | +$612K | ﹤0.01% | 965 |
|
|
2024
Q2 | $390K | Buy |
12,110
+4,104
| +51% | +$142K | ﹤0.01% | 1287 |
|
|
2024
Q1 | $278K | Sell |
8,006
-54
| -0.7% | -$1.77K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $289K | Buy |
8,060
+180
| +2% | +$6.42K | ﹤0.01% | 1266 |
|
|
2023
Q3 | $318K | Buy |
7,880
+102
| +1% | +$4.32K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $335K | Buy |
7,778
+474
| +6% | +$19.5K | ﹤0.01% | 1070 |
|
|
2023
Q1 | $316K | Buy |
7,304
+455
| +7% | +$18.8K | ﹤0.01% | 1043 |
|
|
2022
Q4 | $243K | Buy |
6,849
+1,263
| +23% | +$43K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $154K | Sell |
5,586
-479
| -8% | -$15.5K | ﹤0.01% | 1151 |
|
|
2022
Q2 | $178K | Buy |
6,065
+3,999
| +194% | +$132K | ﹤0.01% | 1085 |
|
|
2022
Q1 | $71K | Buy |
2,066
+1,412
| +216% | +$52.7K | ﹤0.01% | 1457 |
|
|
2021
Q4 | $26K | Buy |
+654
| New | +$26.3K | ﹤0.01% | 1839 |
|
|
2021
Q2 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q1 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q4 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q3 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q1 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q4 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q3 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q2 | $46K | Hold |
1,074
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q1 | $46K | Sell |
1,074
-180
| -14% | -$6.23K | ﹤0.01% | 1430 |
|
|
2018
Q4 | $38K | Buy |
1,254
+152
| +14% | +$5.09K | ﹤0.01% | 947 |
|
|
2018
Q3 | $41K | Hold |
1,102
| – | – | ﹤0.01% | 782 |
|
|
2018
Q2 | $42K | Hold |
1,102
| – | – | ﹤0.01% | 669 |
|
|
2018
Q1 | $49K | Hold |
1,102
| – | – | ﹤0.01% | 557 |
|
|
2017
Q4 | $50K | Hold |
1,102
| – | – | ﹤0.01% | 531 |
|
|
2017
Q3 | $50K | Buy |
1,102
+139
| +14% | +$5.67K | ﹤0.01% | 525 |
|
|
2017
Q2 | $36K | Buy |
963
+918
| +2,040% | +$33.3K | ﹤0.01% | 528 |
|
|
2017
Q1 | $2K | Sell |
45
-122
| -73% | -$4.45K | ﹤0.01% | 970 |
|
|
2016
Q4 | $6K | Buy |
167
+122
| +271% | +$3.94K | ﹤0.01% | 811 |
|
|
2016
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 943 |
|
|
2016
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 738 |
|
|
2016
Q1 | $2K | Buy |
+45
| New | +$1.33K | ﹤0.01% | 674 |
|
|
2014
Q1 | – | Sell |
-866
| Closed | -$43K | – | 195 |
|
|
2013
Q4 | $43K | Buy |
866
+21
| +2% | +$972 | 0.01% | 282 |
|
|
2013
Q3 | $38K | Buy |
+845
| New | +$35.5K | 0.01% | 206 |
|
Other funds holding BWA
VPM
VCM
